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Investor Presentation

BMW Industries Investor Presentation: Key Takeaways

BMWIL reported a robust Q1 FY27 with Operating Income of ₹16,600 lakh and EBITDA of ₹3,369 lakh, driven by high capacity utilization and strategic expansion in downstream steel.

Highlights
Revenue growth11.6% YoY
MarginsOperating EBITDA margin 20.3%; PAT margin 10.8%.
Demand visibilityStrong visibility for downstream product trajectory acceleration.
Management confidenceHigh, citing robust start and expansion progress.

Growth

Revenue grew 11.6% YoY to ₹16,600 lakh; PAT increased 25.8% YoY to ₹1,912 lakh.

Outlook

Greenfield Bokaro facility revenue to commence in Q2 FY27; total project cost of ₹803 Cr focusing on specialty steel.

Risks

Net Debt increased to ₹46,894 lakh due to Bokaro project drawdown; rising interest costs and market volatility.

Last quarter's promises, checked

Delivered

  • Bokaro phased commissioning starting Q1 FY27 → delivered (BEAT)
  • Color coated section production in Q1 FY27 → delivered (BEAT)
  • Proprietary sourcing/distribution model shift → delivered (BEAT)

Partly delivered

  • Revenue growth trajectory → delivered 11.6% (PARTIAL - vs 75% 3-yr CAGR guide)
Source

Investor Presentation filed with BSE, BSE: 542669. Summary written with AI assistance from the document.

Read the document ↗

BMW Industries Ltd: key numbers

Share price
₹51.86
Market cap
₹1,167 Cr
Revenue (annual)
₹665.2 Cr
Net profit (annual)
₹81.12 Cr
P/E (TTM)
13.7×Sector 19.0×
Promoter holding
74.36%+0.00% QoQ
FII holding
0.00%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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